Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world? 

On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more. 

WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c

ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info

Topics covered:

- Bridgewater Associates is clawing its way back

- Hybrid securities - are they worth it? 

- VanEck Subordinated Debt ETF (ASX: SUBD)

- Stocks for a 200-year winter - Pepsi Co v Coca Cola

- How to invest $500,000 in ETFs

~~ Resources you'll love ~~

Access Show Notes: https://bit.ly/R-notes

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Billy Leung is an ETF investment strategist at Global X ETFs. 

While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s. 

If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw

In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:

1. Billy’s background and analysing markets bottom-up and top-down
2. Valuation of technology stocks and how they changed value investing
3. The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
4. AI stocks no-one follows…
5. How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
6. China’s AI push versus USA: Ali Baba, Baidu and Tencent
7. Why an ETF approach can help you capture a theme without identifying winners

Episode resources:

• Join the Rask community - it's FREE
• ASA events & Owen's workshop
• Navexa - tax tracking 20% off: https://bit.ly/track-stocks
• Discounted business books - including The Golden Years

~ Resources ~

• Access Show Notes
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• Property checklist (PDF)
• Business Coaching
• Ask a question

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following:

• Retiree inflation is running at 6.5%, employee inflation 3.4%
• What a 23-year-old should do with $100,000
• Woolworths (ASX: WOW) latest results
• Coles Group (ASX: COL) pops on results
• Apple (AAPL) gains on better-than-expected sales
• Meta is up 86% in one year
• Microsoft (MSFT) Azure + AI takes flight

Episode resources:

• Join the Rask community - it's FREE
• ASA events & Owen's workshop
• Navexa - tax tracking 20% off: https://bit.ly/track-stocks
• Discounted business books - including The Golden Years
• Woolworths result
• Coles result

~ Resources ~

• Access Show Notes
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• Property checklist (PDF)
• Business Coaching
• Ask a question

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs.

Book a call with Mitchell:

https://invest.rask.com.au/?aippodcast

Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a

~ Resources ~

• Access Show Notes
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• Property checklist (PDF)
• Business Coaching
• Ask a question

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

No AFSL. Working "outside the system." Not registered for GST. Minimum $50,000 investment. 20% return...

On this Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & Drew Meredith, CFP discuss the following:

• My friend wants to invest with a group that claim to be working "outside the system"
• My stock went up 300% and is now down 70%
• A LIC or an ETF - what's the difference?
• How to use the AAA cash ETF for speedy investments
• Drew's momentum trading strategy
• $50k into 5 stocks - buy now or wait?

Episode resources:

• Join the Rask community - it's FREE
• ASA events & Owen's workshop
• Discount business books

~ Resources ~

• Access Show Notes
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• Property checklist (PDF)
• Business Coaching
• Ask a question

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

This Rask podcast episode is going to seem really… different. It’s a wonderful conversation with an extremely entrepreneurial couple who I have followed for a few years.

Matt and Liz Raad are serial investors in websites and digital assets. They’re speakers and educators who have probably helped to create tens, if not hundreds, of millions of dollars of wealth for investors, FIRE community members, those escaping the 9-to-5, and business owners.

In this podcast, we’ll going backwards, to how they first meet, to walk forwards and map their fascinating business and investment journey. This podcast is all about investing in things you’ve probably never thought you could, or should - websites.

If you want Liz, Matt and I to do a round two, I’d love to hear from you. Please use the Rask community, or ask a question link (both are are available in your podcast player) to get in touch with me.

And if you’re half as fascinated as I am in what they talk about, go and get in contact with them using the resources for this episode. If you do, let me know what you think.

Resources from Matt & Liz (not sponsored or affiliate)

Website: https://ebusinessinstitute.com.au/

Free masterclass: https://ebusinessinstitute.com.au/ref.html?w=dpvrp&p=ebi

Apple podcast: https://podcasts.apple.com/ca/podcast/digital-investors/id1654642750

Spotify podcast: https://open.spotify.com/show/0U77CtnetQUCFn0rCCYlkB

~~ Resources you'll love ~~

• Rask Community
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• 100-point property checklist (PDF)
• Accounting with Grey Space
• Business Coaching
• Ask a question

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP discuss the following:

• Woolworths Group Ltd (ASX: WOW) debacle and
• why Return on Equity (ROE) is a silly metric to use.

Plus, they answer questions about what would happen if interest rates do not fall, the importance of founders and families in small caps and why Super matters.

Episode resources:

• Join the Rask community - it's FREE
• ASA events & Owen's workshop
• Discount business books

~ Resources ~

• Access Show Notes
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• Property checklist (PDF)
• Business Coaching
• Ask a question

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL).

Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/

Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM

~~ Resources you'll love ~~

• Access Show Notes: https://bit.ly/R-notes
• Invest with Owen: https://bit.ly/R-invest
• Mortgage Broking: https://bit.ly/broke-rask
• Financial Planning: https://bit.ly/R-plan
• Property Coaching: https://bit.ly/R-P-coach
• 100-point property checklist (PDF): https://bit.ly/prop-check
• Accounting with Grey Space: http://bit.ly/3DG5lWS
• Business Coaching: https://bit.ly/o-coach
• Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Owen Rask, Rask's Chief Investment Officer, is joined by Mitchell Sneddon, Head of Funds Management, to discuss your questions and dive into ASX news from:

• Netwealth Ltd (ASX: NWL) shares have sunk after releasing its quarterly results
• National Australia Bank (ASX: NAB) has a new executive team, and is
• Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) a Listed Investment Company (LIC)?

Also, please welcome to Rask and to the show Mitchell Sneddon, Rask's Head of Funds Management.

Book a conversation with Mitchell: https://calendly.com/mitchell-wswf/30min

~~ Resources you'll love ~~

Access Show Notes: https://bit.ly/R-notes

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Owen Rask, Chief Investment Officer and founder of The Rask Group, and Chris Bates, mortgage broker and co-founder of Flint Group, are back and answering your property questions on The Australian Investors Podcast. 

In this Australian Investors Podcast episode, Owen and Chris tackle:

1. Does landscaping add value to a property?
2. Help! I'm scared of higher interest rates - should I buy or sell now?
3. What is the First Home Super Saver Scheme (FHSSS)?
4. Is it worth adding a granny flats to my property?
5. Is now a good time to buy?
6. Are first-home buyer incentives worth it?

Australian Investors Podcast resources:

• Access Show Notes: https://bit.ly/R-notes
• Invest with Owen: https://bit.ly/R-invest
• Mortgage Broking with Chris: https://bit.ly/broke-rask
• Financial Planning: https://bit.ly/R-plan
• Property Coaching: https://bit.ly/R-P-coach
• 100-point property checklist (PDF): https://bit.ly/prop-check
• Accounting with Grey Space: http://bit.ly/3DG5lWS
• Business Coaching: https://bit.ly/o-coach
• Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, answer LOTS of questions on Superannuation, including how to boost it before retirement.

Topics covered:

1. The stock market is killin' it in 2024
2. Healthcare, REITs and banks are rising fast
3. Catch-up contributions, $30,000 pre-tax super contributions and downsizer payments
4. 4 ETFs for long-term compounding
5. Property v shares
6. Eww... land tax
7. Navexa links - TAX TRACKING

~~ Resources you'll love ~~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

100-point property checklist (PDF)

Accounting with Grey Space

Business Coaching

Ask a question

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG)

Learn more about your ad choices. Visit megaphone.fm/adchoices